Hybrid working (3 days in the office) after training/probation

One of our long-standing clients is looking for a Mortgage Advisor to join the team, you must have mortgage admin experience. Supporting 5 financial Advisors this is a full Administration role where there is lots of room to progress as well as learn.

Key Responsibilities include - Mortgage Administrator

• Inputting of mortgage applications.
• Sending packaging requirements to the lender after application has been submitted.
• Creating tasks, records and reminders on Intelligent Office.
• Ensuring all documents are scanned to the activity, prior to and post offer.
• Creating invoices where applicable.
• Adding of fees to consultants’ figures,
• Drafting recommendation/suitability letters
• Chasing lenders where required, and providing updates to clients
• Updating task notes
• Meeting with Lenders’ Business Development Managers.

If you are working within a Private Client Wealth Management firm or mortgage advisory, then my client would like to talk to you. If this role sounds of interest please contact Sam at Financial Divisions.